Olson Economics, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,613,669
Total clients
21
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,219,699
About
Olson Economics, LLC advises individuals and trusts, offering financial planning and portfolio management tailored to each client's circumstances. Services are provided under written agreements and billed on an hourly, fixed‑fee, or percentage‑of‑assets basis, with financial planning engagements commonly framed as a 12‑month engagement.
The firm emphasizes a conservative, long‑term investment approach that favors buy‑and‑hold allocations to mutual funds and index funds and relies on third‑party research and financial‑planning analysis. Portfolio management is provided on a primarily non‑discretionary basis—the firm makes specific recommendations and implements transactions only with client approval—and accounts are reviewed at least annually or as client circumstances change.
Distinctive features include an affiliation with an active accounting practice: the firm’s principal allocates roughly half of their time to CPA/PFS work, and some accounting clients may also engage the advisory services with separate billing, which the firm addresses through its Code of Ethics and disclosure. The firm’s predominately non‑discretionary asset base (about $25.6 million managed on a continuous non‑discretionary basis) and its solo, integrated accounting/advisory model set it apart from peers that more commonly manage discretionary portfolios.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Fee options
Fixed financial planning fees generally range between $1,500 and $2,500.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.50% annually
$250 per hour for financial planning and for limited engagement investment management services, negotiable.
Fee-only: Financial planning fees charged hourly at $250 per hour (negotiable) or fixed fees generally ranging between $1,500 and $2,500.
Main office location
Olson Economics, LLC
Keene NH, United States
Number of offices
1
Most active in
Olson Economics, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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